Applies To:
- All Portfolio Managers, Advisors, Wealth Planners, and support staff.
- Eligible account types: RDSP accounts.
You can submit a RDSP Breakdown request from a client’s CRM Contact Record. Use the instructions below to ensure requests are processed correctly, any necessary documentation is provided, and the appropriate cutoff times are met.
When to Submit a RDSP Breakdown Request
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A client requests a detailed breakdown of their RDSP account, including contributions, earnings, and grants.
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A client needs information regarding different categories of RDSP withdrawals, including DAP (Disability Assistance Payments), LDAP (Lifetime Disability Assistance Payments), and other RDSP components.
How to Submit a RDSP Breakdown Request
To submit a RDSP Breakdown request, you'll use the Service Extension on the client's CRM Contact Record.
How to Submit a RESP Breakdown Request
- Navigate to the Client's CRM Contact Record
- Go to the Servicing Tab
- Select "Account Administration → Special Handling
- Select "RDSP Breakdown" as your request type
- Select the Target Account
- Review & Submit
- Once you confirm the details, click Submit to create the service request ticket.
After Submitting the Request
A new service request ticket will be created. You can locate it:
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In the Right-Side Panel of the client's CRM Contact Record under Tickets.
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In the Account Administration Pipeline, where you can track the progress and confirm when the request is completed.
Processing Times
Typically 1-2 business days after the ticket has been submitted and completed any applicable review.